Adam Coppock (CRD# 6664232) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Canfield, OH and has over 7 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4843791
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Wealth Group | Canfield, OH | Mar 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Canfield, OH | Mar 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Canfield, OH | Mar 2024 - Current | < 1 |
| Prudential Insurance Company Of America | Columbiana, OH | Sep 2016 - Mar 2024 | 7 |
| Pruco Securities, LLC | Columbiana, OH | Jun 2016 - Mar 2024 | 7 |
| Coppock Inc. | Rogers, OH | May 2016 - Nov 2016 | < 1 |
| College Of Wooster | Wooster, OH | Aug 2015 - May 2016 | < 1 |
| Coppock Inc. | Rogers, OH | May 2015 - Aug 2015 | < 1 |
| College Of Wooster | Wooster, OH | Aug 2014 - May 2015 | < 1 |
| Coppock Inc. | Rogers, OH | May 2014 - Aug 2014 | < 1 |
| College Of Wooster | Wooster, OH | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- OH
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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